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This privacy policy sets out how we use and protect any information that you give us.  We are committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified, then you can be assured that it will only be used in accordance with this privacy statement.


The information that we collect includes but is not limited to your name and job title, your contact information including email addresses, demographic information such as postcodes and information related to the provision of financial and insurance advice.


We intend to use your information to understand your needs and provide you with a better service, to include (but not limited to) the following reasons: Internal record keeping, to improve our products and services, to periodically send promotional emails about new products, changes, special offers or other information which we think you may find interesting. We may contact you by email, phone, fax or mail. We may use the information to customise our website according to your interests.


We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect for example online.


Cookies:  A cookie is a small file which asks permission to be placed on your computer's hard drive. Once you agree, the file is added and the cookie helps analyse web traffic or lets you know when you visit a particular site. Cookies allow web applications to respond to you as an individual. The web application can tailor its operations to your needs, likes and dislikes by gathering and remembering information about your preferences. We use traffic log cookies to identify which pages are being used. This helps us analyse data about webpage traffic and improve our website in order to tailor it to customer needs. We only use this information for statistical analysis purposes and then the data is removed from the system. Overall, cookies help us provide you with a better website by enabling us to monitor which pages you find useful and which you do not. A cookie in no way gives us access to your computer or any information about you, other than the data you choose to share with us. You can choose to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. This may prevent you from taking full advantage of the website.


Links to other websites: Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites and such sites are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question.


Controlling your personal information: You may choose to restrict the collection or use of your personal information in the following ways:


  • if you have previously agreed to us using your personal information for direct marketing purposes, you may change your mind at any time by writing to or emailing us at the address shown below

  • Your details will be held indefinitely but you may curtail this at any time by writing to or emailing us at the address shown below


We will not sell, distribute or lease your personal information to third parties unless we have your permission or are required by law to do so. We may use your personal information to send you promotional information about third parties which we think you may find interesting if you tell us that you wish this to happen.


You may request details of personal information which we hold about you under the Data Protection Act 1998 / the General Data Protection Regulation 2016 (GDPR). If you would like a copy of the information held on you please write to us at the address below.


If you believe that any information we are holding on you is incorrect or incomplete, please write to or email us as soon as possible at the address below. We will promptly correct any information found to be incorrect.


If you believe there is a problem with the way we are handling your data you may want to obtain further details from the Information Commissioner's Office, Address: Wycliffe House, Water Lane, Wilmslow, Cheshire. SK9 5AF,Tel: 0303 123 1113. Website:

Data Protection & Privacy Notice